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Find Retirement Advisors for Retirement Planning in Colorado
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Colorado
Last Updated - July 16, 2025Colorado has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 337 non-vetted advisors in your local area. These retirement advisors in Colorado have an average of 25 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Colorado
VERIFIEDAdam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDarren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDWilliam (Bill) Reynolds
MSFS, CLU®, CFS, ChFC®
Reynolds Financial Solutions
Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDMark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDMatthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMichael Carrico
CFP®, CRPC®
Howe & Rusling, Inc.
Qualifications
CRD# 6616495
Firm CRD# 104627
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAdam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
CRD# 7096826
Firm CRD# 288335
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based
VERIFIEDQualifications
CRD# 7347673
Firm CRD# 281223
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 315838
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 151 Detroit Street, Denver, CO, 80206 | $239,345,489,058 | 6602 | 978 | A percentage of AUM, Performance Based |
| 2 | 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | $134,279,160,181 | 188739 | 766 | A percentage of AUM, Fixed fees |
| 3 | 717 17th Street, Suite 1850 Denver, CO, 80202 | $81,139,239,094 | 82 | 81 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
| 4 | 1801 California Street, Suite 5200 Denver, CO, 80202 | $65,938,129,807 | 135 | 60 | A percentage of AUM, Fixed fees |
| 5 | 8515 East Orchard Road, 2t3, Greenwood Village, CO, 80111 | $64,880,528,684 | 154 | 305 | A percentage of AUM, Fixed fees |
| 6 | 1200 17th Street, Suite 500 Denver, CO, 80202 | $45,350,198,548 | 86945 | 1020 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1290 Broadway, Suite 1000, Denver, CO, 80203 | $24,019,792,910 | 7 | 64 | A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE) |
| 8 | 100 St. Paul Street, Suite 800 Denver, CO, 80206 | $23,349,884,257 | 50 | 114 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
| 9 | 100 Fillmore Street, Suite 325 Denver, CO, 80206 | $21,568,739,948 | 149 | 103 | A percentage of AUM, Performance Based |
| 10 | 1819 Wazee Street, Denver, CO, 80202 | $8,849,768,102 | 33 | 125 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
| 11 | 5299 Dtc Blvd., Suite 1000, Greenwood Village, CO, 80111 | $7,728,468,201 | 69 | 51 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1200 17th Street, Suite 970 Denver, CO, 80202 | $7,457,031,060 | 176 | 8 | A percentage of AUM, Performance Based |
| 13 | 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | $5,903,565,233 | 36 | 14 | A percentage of AUM, Performance Based |
| 14 | 260 N. Josephine St., Suite 500 Denver, CO, 80206 | $5,493,402,577 | 21 | 51 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 15 | 1430 Blake Street, Denver, CO, 80202-1316 | $5,271,991,016 | 2 | 24 | A percentage of AUM |
Information on Top Retirement Planning firms in Colorado
QualificationsFirm CRD# 104652
Assets Under Management $239,345,489,058
No. Of Clients6602
Clients Per Financial Advisor7
JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $239B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6602 clients. The team consists of 978 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PLEASE SEE SCHEDULE D, MISCELLANEOUS DISCLOSURE)
QualificationsFirm CRD# 112058
Assets Under Management $134,279,160,181
No. Of Clients188739
Clients Per Financial Advisor246
EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 188739 clients. The team consists of 766 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 159189
Assets Under Management $81,139,239,094
No. Of Clients82
Clients Per Financial Advisor1
PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
QualificationsFirm CRD# 107376
Assets Under Management $65,938,129,807
No. Of Clients135
Clients Per Financial Advisor2
TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (MODEL ALLOCATION/INVESTMENT PORTFOLIOS, RESEARCH REPORTS & INVESTMENT SCORECARDS)
QualificationsFirm CRD# 107272
Assets Under Management $64,880,528,684
No. Of Clients154
Clients Per Financial Advisor1
EMPOWER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 clients. The team consists of 305 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (INSURANCE COMPANY SEPARATE ACCOUNTS SERVICES PROVIDED TO NON QUALIFIED RETIREMENT PLAN SPONSORS)
QualificationsFirm CRD# 147363
Assets Under Management $45,350,198,548
No. Of Clients86945
Clients Per Financial Advisor85
MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86945 clients. The team consists of 1020 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION)
QualificationsFirm CRD# 134340
Assets Under Management $24,019,792,910
No. Of Clients7
Clients Per Financial Advisor0
ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (QUARTERLY
- ASSET-BASED LICENSING FEE)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 155677
Assets Under Management $23,349,884,257
No. Of Clients50
Clients Per Financial Advisor0
KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PORTCO TRANS
- MONITORING
- CONSULTING
- MARGIN
- AND DIRECTORS FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 149120
Assets Under Management $21,568,739,948
No. Of Clients149
Clients Per Financial Advisor1
ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 103 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161406
Assets Under Management $8,849,768,102
No. Of Clients33
Clients Per Financial Advisor0
NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ACQUISITION FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 149122
Assets Under Management $7,728,468,201
No. Of Clients69
Clients Per Financial Advisor1
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CSC - INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS)
QualificationsFirm CRD# 137677
Assets Under Management $7,457,031,060
No. Of Clients176
Clients Per Financial Advisor22
BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312491
Assets Under Management $5,903,565,233
No. Of Clients36
Clients Per Financial Advisor3
1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 173859
Assets Under Management $5,493,402,577
No. Of Clients21
Clients Per Financial Advisor0
REVELSTOKE CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 294402
Assets Under Management $5,271,991,016
No. Of Clients2
Clients Per Financial Advisor0
SMITH CAPITAL INVESTORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boulder, Colorado
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Looking for more choices? Use our free match service to compare retirement planners serving your area.